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What is SoloDesks?

SoloDesks serves as an all-in-one job management tool tailored specifically for independent tradespeople, including plumbers, electricians, painters, landscapers, and handymen, enabling them to efficiently manage quoting, invoicing, and job scheduling without the complications of team management. Users can generate comprehensive itemized quotes from their mobile devices while on-site and deliver them as customized PDFs to clients. When a client accepts a quote via a secure link, it instantly transforms into an invoice with a single tap, preserving all the details and pricing without necessitating any duplicate data entry. To assist in managing overdue payments, the Overdue Autopilot feature sends automated reminders to clients at 7, 14, and 21-day intervals, ensuring the communication is branded to appear as if it's coming from the business, with responses routed directly to the tradesperson and ceasing automatically once payment is received. Each job is neatly organized on a calendar that includes the client's location, facilitating efficient route planning, while all financial aspects, such as VAT and CIS, are meticulously tracked in pounds. SoloDesks offers a free plan that allows for 10 quotes, 10 invoices, and 10 emailed PDFs per month, accommodating unlimited clients and jobs, while the Pro plan is reasonably priced at 12 GBP monthly without any user fees, making it an appealing option for solo professionals. In essence, SoloDesks not only simplifies business operations for individual tradespeople but also significantly enhances their cash flow management with ease. Additionally, its user-friendly interface and robust features ensure that tradespeople can focus more on their craft rather than administrative tasks.

What is Ascend?

Ascend integrates five crucial workflows that agencies typically utilize on a weekly basis—forms, databases, pages, time tracking, and invoicing—into one cohesive workspace. Instead of juggling various tools like Notion, Tally, Calendly, Toggl, and FreshBooks, you can oversee the entire client journey within a single streamlined system that ensures data consistency across all functions. When a client submits an intake form, their details are automatically integrated into your database. Each entry can be viewed as a detailed page that includes notes, files, sub-tasks, and a built-in timer for tracking hours. The time logged is instantly reflected in an invoice generated from that same entry, removing the need for cumbersome CSV exports or the repetitive task of copying and pasting between different software. This innovative platform is designed specifically for independent consultants and small agency studios that operate on an hourly billing or retainer basis. You can start with a free tier, then opt for the Solo plan priced at $19 per month or the Studio plan at $49 monthly, both of which come without extra user fees. There is also a 30-day free trial for the paid plans, which does not require a credit card to sign up, providing an excellent opportunity to test the platform's capabilities without any financial commitment. The ease of consolidating these workflows can significantly streamline your business operations, allowing you to focus more on serving your clients effectively.

Media

Media

Integrations Supported

Gmail
Microsoft SMTP Service
Notion

Integrations Supported

Gmail
Microsoft SMTP Service
Notion

API Availability

Has API

API Availability

Has API

Pricing Information

£12.00/month
Two plans, both in GBP.

Free, £0 a month: 10 quotes, 10 invoices and 10 emailed PDFs a month,
plus 3 one-tap client accept-links. Unlimited clients and jobs, and your
own logo on every PDF. No card required.

Pro, £12 a month: unlimited quotes, invoices, emails and accept-links.
Overdue Autopilot chases unpaid invoices for you at 7, 14 and 21 days
and stops the moment you are paid. Pay-now links on invoices, premium
PDF styles, your brand colour, and no SoloDesks credit line on your
paperwork.

The £12 is flat rather than per user, because SoloDesks is built for one
person working alone. Billed monthly, cancel anytime, and nothing is
deleted if you downgrade.
Free Version
Free Trial Offered?

Pricing Information

$19/month
Ascend uses flat pricing — no per-seat cost for solo operators.

Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.

Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.

Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.

Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SoloDesks

Date Founded

2026

Company Website

solodesks.com

Company Facts

Organization Name

Optivation

Company Location

New Zealand

Company Website

www.optivation.io

Categories and Features

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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